Joel Isaacson & Company Overview

  • Founded
  • 1993
  • Status
  • Acquired/​Merged
  • Employees
  • 34
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Joel Isaacson & Company General Information


Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 546 Fifth Avenue
  • 20th Floor
  • New York, NY 10036
  • United States
+1 (212) 000-0000
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Joel Isaacson & Company Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Joel Isaacson & Company Executive Team (4)

Name Title Board Seat Contact Info
Joel Isaacson Co-Founder and Chief Executive Officer
Michael Weiss Chief Operating Officer
Stanley Altmark Co-Founder, Partner and Chief Compliance Officer
Elizabeth Angebrandt Controller
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Joel Isaacson & Company Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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